Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kuefler is a financial advisor with First Horizon Advisors, Inc. Brian has been in the industry since 1999 and has experience in various areas of financial planning, including portfolio management for individuals and businesses, pension consulting, and financial planning. Brian holds licenses in Tennessee, as well as several industry certifications, including Series 7, 63, 65, and 66, and is also a Certified Financial Planner. Brian has been with First Horizon Advisors, Inc. since 2013, and their office is located in Franklin, Tennessee.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (Franklin TN)
FL
05/11/1999 - 11/08/1999
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
NJ
04/15/1998 - 05/12/1999
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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